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VPU

Vanguard Utilities ETF
VPU

Name Holding Trade Value Shares
Change 		Change in
Stake
GA
76
Geneva Advisors
Illinois
$220K -$49.2K -570 -19%
EAM
77
Evanson Asset Management
California
$218K -$30.5K -354 -13%
SCA
78
Stillwater Capital Advisors
Pennsylvania
$218K +$207K +2,403 New
PI
79
Placemark Investments
Illinois
$214K +$204K +2,370 New
CWM
80
Cabot Wealth Management
Massachusetts
$211K -$1.44M -16,707 -88%
CFA
81
CT Financial Advisors
Pennsylvania
$192K +$171K +1,979 New
IFWM
82
Institute for Wealth Management
Colorado
$191K -$32.3K -374 -15%
PAS
83
Partnervest Advisory Services
California
$172K -$10.3K -120 -6%
LWM
84
LBA Wealth Management
Florida
$165K – – –
FHA
85
First Horizon Advisors
Tennessee
$158K – – –
GT
86
Glenmede Trust
Pennsylvania
$135K – – –
CFN
87
Cordasco Financial Network
Florida
$127K – – –
1IC
88
1919 Investment Counsel
Maryland
$106K +$7.33K +85 +8%
CAL
89
Capital Advisors Ltd
Ohio
$92K – – –
MFS
90
MSI Financial Services
Massachusetts
$91K -$96.9K -1,123 -53%
TIM
91
Tortoise Investment Management
New York
$91K – – –
PSI
92
Pinnacle Summer Investments
Virginia
$91K +$50.6K +587 +156%
RIA
93
Regal Investment Advisors
Michigan
$83K +$78.7K +913 New
KIG
94
Kessler Investment Group
Indiana
$68K – – –
PFG
95
Piershale Financial Group
Illinois
$57K +$431 +5 +0.8%
DADC
96
D.A. Davidson & Co
Montana
$45K – – –
VIA
97
Vantage Investment Advisors
Pennsylvania
$43K – – –
LNB
98
Ledyard National Bank
$38K -$40.5K -470 -53%
JFGIW
99
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$37K – – –
FWM
100
Focused Wealth Management
New York
$34K +$259 +3 +0.8%
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